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Wealth Management Consultants

Wealth Management Consultants

Wealth Management Consultants provides comprehensive financial, tax and investment advice to ultra high net worth individuals. This involves identifying a family’s financial goals and developing analyses to compare varying approaches to achieving these goals. From there we develop a detailed, but concise set of recommendations to help achieve those goals. Areas of particular focus are:

  • Cash Flow
  • Debt Management
  • Employment Contracts
  • Investment Planning
  • Income Tax Planning
  • Insurance Planning
  • Retirement Planning
  • Estate Planning

The firm has a particular expertise in advising senior corporate executives on a variety of complex retirement plan issues, stock option and deferred compensation plans and the tax and financial aspects of employment contracts.

With an advice-led business model, WMC focuses its attention on client net worths in excess of $25 million. In essence, WMC acts as a family’s CFO, working to develop strategies regarding their balance sheets and their income statements, and helping them implement and execute on those strategies to achieve their goals and objectives. WMC provides its investment-advisory solutions via a sophisticated, state of the art, open architecture platform.


Wealth Management Consultants Leadership

Thomas J. Ross, Jr.
Executive Vice President, President of Wealth Management Consultants
tross@pgbank.com

Peapack-Gladstone Financial Corporation Named 2017 Sandler O'Neill Sm-All Star


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"All Banking Should Be Private Banking."

PEAPACK-GLADSTONE BANK IS A HIGH-PERFORMING BOUTIQUE BANK, LEADERS IN WEALTH, LENDING AND DEPOSIT SOLUTIONS, KNOWN NATIONALLY FOR UNPARALLELED CLIENT SERVICE, INTEGRITY AND TRUST.